Become a self-employed mortgage and protection adviser
We are seeking self-employed mortgage and protection advisers to join our FCA directly authorised firm in Mayfair. Build your own client book with whole-of-market tools, a simplified compliance process and ongoing training and support.
Run your own business with the support of an award-winning firm
We are an FCA directly authorised, whole-of-market mortgage and protection broker in Mayfair. You build your own client book. We take care of the regulation, systems and support.
Your business, our infrastructure
Work under our FCA authorisation (FRN 944663) with your annual FCA fees and PI insurance covered, and a simplified compliance process that frees up time for clients.
A simpler way to serve clients
A simplified sales process and a complete CRM and research system keep every document and detail in one place, so your client journey stays smooth.
Wide choice for your clients
Residential, buy-to-let and specialist lending, a comprehensive life assurance panel and a general insurance panel, plus Legal & General and Simply Biz mortgage clubs.
Everything you need to start advising
Regulation and protection
- Annual FCA fees
- Annual professional indemnity insurance
- Simplified compliance process
Systems and lending
- Complete CRM and research system
- Residential, buy-to-let and specialist lending
- Mortgage clubs: Legal & General and Simply Biz
- Life assurance panel and general insurance panel
- Simplified sales process
Your business essentials
- Business mobile phone
- Email domain and business cards
- Marketing materials
- Flexi office
- Ongoing training and support
Who we are looking for
We are seeking self-employed mortgage and protection advisers who want to build their own client book, whether you are starting out or bringing an existing book with you. You will need the regulatory qualifications for the advice you give.
What it costs
Advisers pay a monthly adviser fee and a holding deposit on starting. In return you receive the business setup listed above. Fee and commission splits are explained at interview and set out in your adviser agreement. You charge and keep your own broker fees.
How joining works
- Speak to us about the role and your plans
- Share your details and complete our checks: identity, DBS, credit report, regulated references and ICO registration
- Agree your terms in your adviser agreement
- Set up your systems, training and business tools, then start advising
Joining is subject to our onboarding checks, including regulatory references.
Tools you will use every day
- Calculators for borrowing, repayments, stamp duty, buy-to-let, bridging and development finance
- Free 2027 guide library and mortgage guides to share with clients
- Case studies, the glossary and the client toolkit
- Online booking and a guided enquiry journey for your clients
Talk to us about joining
Tell us a little about your experience and we will arrange a conversation with Akhil Mair, our Managing Director.
Please do not send identity documents, bank details or passwords by email or WhatsApp. We will tell you how to share these securely later in the process.
Frequently asked questions
Is this a self-employed role?
Yes. You run your own client book as a self-employed mortgage and protection adviser, working under the FCA authorisation of Our Mortgage Broker Limited (FRN 944663).
What is included in the monthly fee?
A complete business setup: your annual FCA fees and professional indemnity insurance, our CRM and research system, lending and protection panels, a business mobile phone, email domain, business cards, marketing materials, a flexi office and ongoing training and support.
Which lenders and clubs can I use?
Our panel covers residential, buy-to-let and specialist lending, and our mortgage clubs include Legal & General and Simply Biz. We also offer a life assurance panel and a general insurance panel.
What checks do you carry out?
We check identity, a basic DBS record, your credit report and your last seven years of employment through regulated references. You will also need to register with the ICO. Joining is subject to these checks.
How are fees and commission shared?
We explain this at interview and set it out in your adviser agreement. It depends on whether you generate the case yourself or we refer it to you. You charge and collect your own broker fee from your clients.
How do I find out more?
Email, call or message us on WhatsApp and we will arrange a conversation with Akhil Mair, our Managing Director.
Ready to build your own client book?
Speak to us about joining OMB as a self-employed mortgage and protection adviser.